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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,651 | $75,962+264.2% | $154,108+79.5% | $64,173+331.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.35% | 30.32%-37.7pp | 735.21%-742.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $9,756 | $3,350+191.2% | $5,298+84.2% | $2,381+309.8% |
| Participant deferral / active EE | $5,327 | $3,175+67.8% | $5,081+4.8% | $3,470+53.5% |
| Admin fee / account holder | $177 | $5,589-96.8% | $13,411-98.7% | $4,887-96.4% |